Profile
Lisa-Marie is a leading superannuation and life insurance lawyer with extensive expertise in a broad range of matters impacting financial service providers across Australia and Asia Pacific. Lisa-Marie advises a wide range of superannuation funds on all aspects of their operations and has specific experience assisting them with the highly technical aspects of their prudential regulation including data privacy, outsourcing, anti-money laundering and counter terrorism financing.
Over more than two decades, Lisa-Marie has also assisted a wide range of trustees of retail, industry and corporate superannuation funds with the complex aspects of mergers and successor fund transfers including equivalency analysis, insurance and investment transition and outsourcing succession and novation.
Lisa-Marie has assisted superannuation funds manage a key stakeholder in their business, its life insurer, by advising on a diverse range of matters including transition to the new design and distribution and breach reporting regimes and with complex renewal, premium adjustment and reinsurance negotiations.
Known for her strong industry profile, Lisa-Marie is regularly called upon by industry bodies the Association of Superannuation Funds of Australia (ASFA) and the Australian Institute of Superannuation Trustees (AIST) to present at conferences and with in-person and on-line training sessions.
Expertise
Recognition
Recent deals and media coverage
- Piper Alderman takes team from EY – Lawyers Weekly, 17 July 2023
Memberships
- Member and key presenter, Association of Superannuation Funds of Australia (ASFA) and the Australian Institute of Superannuation Trustees (AIST)
- Member, Women in Superannuation
- Former director of the Financial Services Accountant’s Association (FSAA)
- Former Chair of the NSW division of the Australian Life, Underwriting and Claims Association (ALUCA)
Insights
28 September 2023
Stop! It’s Members’ Time: Amendments to SPS 515 Strategic Planning and Member Outcomes
Read More12 September 2023
‘Your Future, Your Super’: APRA’s superannuation performance test turns a spotlight on poor performance and...
Read More07 September 2023
FAR-GO!!!! The Financial Accountability Regime finally passes in Parliament
Read More01 September 2023
Updated CPS 511 introduces new remuneration disclosure requirements for APRA-regulated entities
Read More27 July 2023
The Financial Accountability Regime – The Kill(ed) Bill Vol.3: Staying alert in the face of...
Read More19 July 2023